Matthew
Moyer
Lpl Financial LLC
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About this Advisor
Matthew Moyer is a financial advisor operating out of Canonsburg, Pennsylvania with a total of 2 years of industry experience. Moyer is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Excela Health, University Of Pittsburgh At Greensburg, Waddell & Reed Inc, Tobins Lawn Care, Various Insurance Carriers For W&R Insurance Agencies, Hempfield Area School District, Tnt Fireworks, Jacob Cuthbert, Westmoreland Entrepreneurs, Educo Advisor Group and Lpl Financial LLC. Moyer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in total assets among its 1,688,501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules depend on which services are provided. Fees billed by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Moyer Work History
Matthew has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Westmoreland Entrepreneurs
Educo Advisor Group
Hempfield Area School District
Tnt Fireworks
Jacob Cuthbert
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Tobins Lawn Care
Tobins Lawn Care
University Of Pittsburgh At Greensburg
Excela Health
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Moyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Hanover, PA
Aptos, CA
Crystal Lake, IL
Ann Arbor, MI
Buffalo, NY
Denver, CO
Chico, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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